How It Works

One of the unique characteristics of the Alliance is the manner in which it obtains the Member portfolio performance and asset allocation data. By obtaining this data directly from the Member's Financial Adviser or Investment Consultant, the Alliance is able to provide more timely and accurate reports to its members.

Most Alliance Member organizations are small-to-medium sized organizations that operate with limited financial staff positions. The Alliance data acquisition strategy allows Members to participate without the need for significant staff involvement.